RDA Financial Network’s Shell SHEL Stock Holding History

RDA Financial Network’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Sell	4,330 -7	-0.2%	-$604	0.07%	209
2026 Q1	$403K	Sell	4,337 -164	-4%	-$13.3K	0.1%	183
2025 Q4	$331K	Buy	4,501 +22	+0.5%	+$1.62K	0.08%	197
2025 Q3	$320K	Buy	4,479 +21	+0.5%	+$1.51K	0.08%	201
2025 Q2	$314K	Buy	4,458 +21	+0.5%	+$1.41K	0.08%	200
2025 Q1	$325K	Buy	4,437 +562	+15%	+$37.9K	0.1%	181
2024 Q4	$243K	Sell	3,875 -338	-8%	-$22.2K	0.07%	217
2024 Q3	$278K	Buy	4,213 +2	+0%	+$142	0.09%	193
2024 Q2	$304K	Buy	4,211 +182	+5%	+$13K	0.1%	181
2024 Q1	$270K	Hold	4,029	–	–	0.09%	191
2023 Q4	$265K	Sell	4,029 -54	-1%	-$3.54K	0.1%	183
2023 Q3	$263K	Hold	4,083	–	–	0.11%	179
2023 Q2	$247K	Buy	4,083 +10	+0.2%	+$600	0.1%	189
2023 Q1	$234K	Hold	4,073	–	–	0.11%	190
2022 Q4	$232K	Buy	+4,073	New	+$225K	0.12%	185
2022 Q3	–	Sell	-3,943	Closed	-$206K	–	212
2022 Q2	$206K	Buy	+3,943	New	+$222K	0.1%	198

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

RDA Financial Network's SHEL Position: Q2 2026 in Review

RDA Financial Network reduced its Shell (SHEL) stake by 0.16% in Q2 2026, selling an estimated $604 and leaving 4,330 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #209.

RDA Financial Network first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $403K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

RDA Financial Network held 4,330 shares of Shell worth $336K as of Q2 2026.
RDA Financial Network sold 7 Shell shares in Q2 2026, an estimated $604.
Shell made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #209 holding.
RDA Financial Network first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
RDA Financial Network's Shell position peaked at $403K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.